CRM
Every client, contact, and account detail in one record — with the fields your business actually uses, not the ones a generic CRM shipped with.
- Custom fields, stages, and record types
- Full activity history on every account
- Role-based access down to the field
Client Communications
Email, SMS, and phone in one thread against the client record — so the history belongs to your business, not to somebody’s inbox.
- Send and receive email + SMS in-platform
- Call logging with notes and outcomes
- Templates for the messages you send daily
- Automations